Sales Consultant

• Maintain consistent engagement with clients and partners in developing robust and sustainable referral relationships • Build up ongoing development of new client relationships to ensure a balanced referral source portfolio • Provide professional and quality advice to clients on their liquidity planning and insurance needs • Achieve annual target of net revenue or an amount agreed upon during the annual review • Fulfill full compliance to our internal compliance policies as well as applicable regulatory requirements • Submit new business documents timely and accurately • Provide quality ongoing service to existing policyholders by conducting annual policy reviews in a timely manner • Support other team members in client meetings, medicals and presentations